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Client Management Associate Jobs

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Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Creative Associate Project Manager Overview The Services team is a key differentiator for Mastercard, providing the cutting-edge services that help our customers grow. Centered on data-driven technologies and innovation, this team provides consulting, marketing, loyalty and analytics to financial institutions and merchants globally. Marketing Services is the team within Services that develops and executes the marketing programs that help our clients achieve their marketing goals. The Advisors Creative Desk sits within Services and is responsible for ideating and creating engaging, forward-thinking, on-brand content solutions that connect our advertising partners, platforms, and our portfolio of brands. As Creative Project Coordinator you must have a passion for business growth and ensuring the seamless delivery of projects to clients. You will have a creative flair, relish working in a fast-paced environment and be able to manage multiple project deliverables. You will have solid stakeholder management and communication skills and a clear understanding of the end-to-end process of project delivery. To excel in this role, you need to possess superior communication and interpersonal skills, as well as the ability to tackle several creative projects simultaneously. Working knowledge of project man

Excelproject management
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About AQR Capital Management AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by seeking to filter out market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Underpinning this philosophy is an unrelenting commitment to excellence in technology — powering our insights and analysis. This unique combination has made us leaders in alternative and traditional strategies since 1998. AQR takes a systematic, research-driven approach, applying quantitative tools to process fundamental information and manage risk. Our clients include institutional investors, such as pension funds, insurance companies, endowments, foundations and sovereign wealth funds, as well as financial advisors. Technology is central to AQR’s success. As a Software Engineer in Portfolio Implementation , you will work on mission-critical systems that turn investment ideas into reality. Partnering closely with researchers and portfolio managers, you will design and build proprietary tools that support quantitative strategy research and systematic investing at scale. Your Role : As a Software Engineer in Portfolio Implementation , you will design, build, and extend systems that sit at the core of AQR’s investment process, including: Portfolio Implementation platforms that consume research outputs, perform constrained optimizations, and generate orders Cloud-based microservices engineered to run reliably and efficiently at scale Participate in architectural design discussions for high-performance, high-volume, highly available systems, gaining experience with trade-offs across performance, flexibility, and maintainability Bespoke technology solutions tailored to specific asset classes and evolving research needs Collaboration with a&nbsp

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Lithic
📍 New York• Full-time• $80K – $110K/yr
1mo ago

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. Lithic's Treasury Operations team owns the movement of money across our card issuing infrastructure — network settlement, sponsor bank transfers, and the reconciliation that keeps it all provable. This is a hands-on, high-ownership role for someone who wants to learn the inner workings of payments and fintech infrastructure, not just observe them from a reporting layer. You'll be running a critical, time-sensitive engine every day — and at the same time, working alongside the Head of Treasury Operations to improve how that engine works as the function scales. You’ll also work cross-functionally across a wide range of teams (Finance, Treasury Engineering, Risk, Analytics, Processing, Customer Success, Bank Operations) — this role sits at the center of a lot of different workflows, not off in a silo. What you'll do: Execution (50%) Own day-to-day execution of network settlement transfers (Mastercard, Visa) and related treasury transfers across sponsor banks Operate in a time-sensitive environment where errors or

pythonsqlExcel
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FalconX
📍 Bengaluru• Full-time
2mo ago

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Responsibilities Handle all incoming counterparty settlement requests within a pre-agreed timeframe. Act as a point of contact for a portfolio of counterparties. Track towards assigned KPIs for trade operations. Work in concert with Trading Desk, Product, and Customer Success teams to understand and deliver on their expectations with regards to serving clients. Ensure trades, transfers and inventory reconciliation happens across different internal subsystems and external systems - banks, custodians, etc. Monitor daily inventory needs for - settlement, lending & borrowing activity- and liaise directly with Treasury Management. Provide inputs to compliance and risk teams to design pragmatic controls in this environment of changing regulatory landscape. Adhere to established trade operations processes designed for regulatory compliance. Liaise with Accounting and ensure proper trade and settlement data is provided to them on a timely basis. Perform reconciliations between internal systems and external to ensure data integrity, identify breaks and resolve them by working with relevant teams. Improve reconciliation processes, provide inputs in making them robust or/and identify gaps in current reconciliations so that there is completeness. Requirements 4-8 years of expe

awsgitrest
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Citi
📍 Tampa Florida United States• $62.6K – $87.4K/yr
5 days ago

The Intermediate Associate Financial Tax Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the sub function/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: Responsible for the overall management of the tax liabilities, of Citi, both directly and in connection with transactions with clients, including the related compliance, financial reporting, planning and controversy processes. Contributes to the planning, accounting, filing and the reporting of tax liability of the company. Assists in determining and compiling information required to satisfy income tax filing and related requirements at all levels of jurisdiction. May participate in managing payments to tax authorities in compliance with specific tax regulations. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 2-5 years relevant experience</

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JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Property Associate What this job involves: As a Property Associate at JLL, you will serve as the primary administrative point of contact for an Office property or portfolio. You will also provide accounting and financial support, maintain positive tenant relations and provide superior customer service. This entry-level position provides an outstanding opportunity to launch your career in commercial property management, where you'll work alongside experienced professionals who are committed to your growth and development. Schedule- Monday to Friday 8:00 to 5:00 What your day-to-day will look like: · Provide exceptional customer service to tenants by responding to inquiries, processing service requests, and coordinating resolution of maintenance issues · Support property management team with administrative tasks including data entry, document preparation, and maintenance of property records and databases · Process Accounts Payable (AP) and Accounts Receivable (AR), certificates of insurance (COIs), code invoices and complete other financial tasks · Assist with vendor coordination and work order management to ensure timely completion of maintenance and repair activities · Help prepare monthly reports, financial summaries, and prop

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Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do We are seeking a highly skilled Senior Associate – OneStream Integrations to join our Data Solutions team. This role is ideal for a hands-on integration consultant who is passionate about designing and delivering enterprise integration solutions centered around OneStream and its integration with ERP, EPM, CRM, HR, data warehouse, and other enterprise systems. The ideal candidate will possess strong expertise in enterprise integration architecture, financial systems, and data movement methodologies. Experience with Oracle EPM/Hyperion is highly valued, while experience with modern integration platforms is beneficial but not mandatory. Enterprise Integration Architecture Lead the design and implementation of enterprise integration solutions centered around OneStream. Architect scalable, secure, and maintainable integrations between OneStream and enterprise applications including Oracle ERP, Oracle EPM, SAP, Workday, Salesforce, NetSuite, data warehouses, and custom applications. Define enterprise integration strategies that align with business and financial transformation initiatives. OneStream Integration Design Design and implement integrations supporting Financial Consolidation, Planning, Budgeting, Forecasting, and Reporting. Develop integration solutions using OneStream integration capabilities including Data Management, Business Rules, Extenders,

sqlazuresalesforce
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Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn We are looking for an Anaplan Senior Associate to join our Anaplan Delivery Team! As an Anaplan Senior Associate , you will help some of the world’s most well-known organizations solve business challenges through Enterprise Performance Management. With the opportunity to build your Anaplan expertise by obtaining recognized certifications, you will implement Anaplan as a ‘Best in Cloud’ solution for Finance, Supply Chain and Sales. Ideal candidates will be able to: Interact directly with clients to extract their needs Translate existing solutions, spreadsheets, and business problems into sophisticated Anaplan multi-dimensional models. Functional Knowledge of Financial Planning & Analysis processes, Supply chain, Sales performance management or workforce planning. Analyze customer needs, design, configure, and test customer solutions Maintain effective working relationships with team members Mentor Analysts with domain knowledge and configuration questions Assist with configuration reviews to provide useful feedback Contribute to project and team documentation Deliver Anaplan training to our clients Stay current with latest Anaplan technologies and best practices within the industry Qualifications: 7+ years of exp with minimum 5 years of hands-on Modelling Experience in Anaplan (with exposure to a minimum of 2

Excelfinancesupply chain
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SR
9mo ago

Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation. What You Will Do and Learn We are looking for an Anaplan Associate to join our Anaplan Delivery Team! As an Anaplan Associate , you will help some of the world’s most well-known organizations solve business challenges through Enterprise Performance Management. With the opportunity to build your Anaplan expertise by obtaining recognized certifications, you will implement Anaplan as a ‘Best in Cloud’ solution for Finance, Supply Chain and Sales. Ideal candidates will be able to: Interact directly with clients to extract their needs Translate existing solutions, spreadsheets, and business problems into sophisticated Anaplan multi-dimensional models. Functional Knowledge of Financial Planning & Analysis processes, Supply chain, Sales performance management or workforce planning. Analyze customer needs, design, configure, and test customer solutions Maintain effective working relationships with team members Mentor Analysts with domain knowledge and configuration questions Assist with configuration reviews to provide useful feedback Contribute to project and team documentation Deliver Anaplan training to our clients Stay current with latest Anaplan technologies and best practices within the industry Qualifications: 5-7 years of exp with minimum 5 years of hands-on Modelling Experience in Anaplan (with exposure to a minimum of 2 end-to

Excelfinancesupply chain
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About Karya : Why was Karya on the cover of the Time Magazine , highlighted by Satya Nadella , and chosen by Google as its partner for Project Vaani ? In part, because Karya is on a mission to provide AI enabled earning and learning opportunities to economically underserved communities, thereby building a pathway out of poverty for them. Karya achieves this while also delivering high quality, timely, and price competitive data to its clients. Karya’s workers make at least 20 times the Indian minimum wage and through our one-of-a-kind digital work platform, we have delivered over 40 million digital tasks and are poised to positively impact over 100 thousand workers by the end of the year. In the coming years, our goal is to rapidly scale our impact by bringing economic opportunities to millions of underserved users in India. Key Responsibilities Quantitative Research: Index Development: Support design and development of socio-economic indices using unit-level datasets. Impact Estimation: Statistical impact assessment using statistical software such as R or Stata, including Randomized Controlled Trials (RCT) or quasi-experimental methods. Sample Size Estimation: Calculate and validate appropriate sample sizes for surveys and impact assessments. Survey Tool Development: Design survey tools tailored for social and development sector projects. Data Handling: Experience extracting and work with development sector datasets (NFHS, PLFS, etc.), or demonstrate a strong desire to learn and apply these data sources. Data Validation: Validate and triangulate survey data using robust methodologies. Mixed Methods: Combine qualitative and quantitative research approaches to ensure comprehensive analysis. Publications (Preferred): Candidates with prior publications will be given preference. Internal Monitoring & Data Management: Stakeholder Collaboration: Work closely with cross-functional teams to co-develop Key Performance Indicators (KPIs)

sqlaiExcel
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Flexport
📍 Milan• €28K – €38.5K/yr
1mo ago

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Please submit your CV in English! The opportunity: The role of the Operations Associate is a critical part of making Flexport’s mission to make global trade easy for everyone a reality. Flexport today connects almost 10,000 clients and suppliers across 109 countries. In this role, your direct customers are the partners within your region: our account management and customs teams, subcontractors, carriers, terminals and trucking providers. Your work directly supports Flexport’s end customers in achieving their logistics goals. Most importantly, you will play a pivotal role in building the next operational model at Flexport: allowing us to effectively scale to achieve our mission of making global trade easier for everyone. This role is designed to facilitate the movement of shipments while discovering and driving efficiencies that build and improve operations as part of our Global team. You will be responsible for ensuring that all customer shipments are executed according to plan, on time and within budget. As the person who manages movement in your region with laser focus, you have the unique opportunity to help your regional account team spot opportunities to impr

supply chainlogistics
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About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Please submit your CV in English! The opportunity: The role of the Operations Associate is a critical part of making Flexport’s mission to make global trade easy for everyone a reality. Flexport today connects almost 10,000 clients and suppliers across 109 countries. In this role, your direct customers are the partners within your region: our account management and customs teams, subcontractors, carriers, terminals and trucking providers. Your work directly supports Flexport’s end customers in achieving their logistics goals. Most importantly, you will play a pivotal role in building the next operational model at Flexport: allowing us to effectively scale to achieve our mission of making global trade easier for everyone. This role is designed to facilitate the movement of shipments while discovering and driving efficiencies that build and improve operations as part of our Global team. You will be responsible for ensuring that all customer shipments are executed according to plan, on time and within budget. As the person who manages movement in your region with laser focus, you have the unique opportunity to help your regional account team spot opportunities to impr

aisupply chainlogistics
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F
1mo ago

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. Please submit your CV in English! The opportunity: The role of the Operations Associate is a critical part of making Flexport’s mission to make global trade easy for everyone a reality. Flexport today connects almost 10,000 clients and suppliers across 109 countries. In this role, your direct customers are the partners within your region: our account management and customs teams, subcontractors, carriers, terminals and trucking providers. Your work directly supports Flexport’s end customers in achieving their logistics goals. Most importantly, you will play a pivotal role in building the next operational model at Flexport: allowing us to effectively scale to achieve our mission of making global trade easier for everyone. This role is designed to facilitate the movement of shipments while discovering and driving efficiencies that build and improve operations as part of our Global team. You will be responsible for ensuring that all customer shipments are executed according to plan, on time and within budget. As the person who manages movement in your region with laser focus, you have the unique opportunity to help your regional account team spot opportunities to impr

supply chainlogistics
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F
Flexport
📍 Shanghai• Full-time
1mo ago

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The opportunity: The role of the Ops Associate is a critical part of making Flexport’s mission to make global trade easy for everyone a reality. Flexport today connects almost 10,000 clients and suppliers across 109 countries. In this role, your direct customers are the partners within your region: our account management and customs teams, subcontractors, carriers, terminals and trucking providers. Your work directly supports Flexport’s end customers in achieving their logistics goals. Most importantly, you will play a pivotal role in building the next operational model at Flexport: allowing us to effectively scale to achieve our mission of making global trade easier for everyone. This role is designed to problem solve impactful operational challenges as part of our Global team while developing specialized expertise in supply chain operations. As the person who executes service delivery for our clients, you have the unique opportunity to help your regional account team spot opportunities to improve and grow our customers’ business. You will be charged with helping Flexport account management teams and clients solve exceptional challenges in order to m

supply chainlogistics
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Why Jencap? We are one of the largest wholesale insurance intermediaries in the United States with expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our collaborative and driven team of people. Our teams are empowered and work together to find solutions. We have a passion culture – with teamwork, collaboration and a focus on growing individuals and giving them the tools & development opportunities to have a successful career. The Associate Underwriter reviews, markets and prices for new and renewal applications, endorsements, and related documents within company/agency granted authority. The Associate will support underwriters and agents to ensure delivery, follow-up and servicing requirements of all new business and renewal accounts. This position will be an in-office role in our office in Red Bank, NJ. Responsibilities: Develop the ability to perform risk selection and analysis by examining and evaluating documents such as application forms, inspections reports, financial reports, product brochures, company referral agreements, and other pertinent documents to determine the degree of risk, underwriting and market selection. Build relationships with agents through in-house placement of new business. Effectively communicate with agent or broker clients, company underwriters, internal staff and management to obtain additional information, quote rates, as well as servicing existing accounts. Connect with carrier underwriters to assist in learning coverage, guidelines, and technology. Maintain renewal book of business/premium as required. Address assigned workload within quality, productivity and service standards as established by the company/underwriting guidelines. Appropriate and timely response to questions posed by brokers, clients, underwriters and other company personnel. Special projects as needed. Requirements: Bachelor’s Degree preferred. 2-5 years of si

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